Product Overview

This web-based solution operates through Internet Explorer and integrates with all Windows applications. All file types from Power Point and Excel, to images and PDF files can be managed within the system.

M-Files allows users to store everything in one place. Here we’ve listed four top benefits of using M-File’s “no-folder” storage:

Save time by quickly accessing files through simple search criteria

Relieve the worry of losing a document by intuitively saving it

Reduce the confusion of which version to work on by automatically updating while saving versions

Eliminate duplicates and work with a master copy no matter who stored it

M-Files has introduced a new product update, M-Files 2018, that includes feature enhancements and user interface enhancements. Such enhancements include:

Ability to seamlessly connect to other repositories and systems within an organization, allowing users to find and manage documents and information without the need to migrate data to M-Files

M-Files 2018 incorporates artificial intelligence to automatically suggest metadata and relationships, such as a customer, project or case, to put information in context

Features

The following is a list of 5 top features within M-Files:

1. Check in/Check out – While editing a version, check the document out of the system so that no one else can work on it. Once you’ve made your changes, check the document back in for others to use. Preserve your old version, track all changes, and even edit simultaneously through co-authoring.

2. Dynamic Views – Without a folder hierarchy, the files organize themselves based on what they’re for. Gain a 360 view connecting your business’s information, relating topics to each other such as an invoice, a project proposal, and a client’s contact information.

3. Sharing and Social ECM – When sharing a document internally, users access it within the system rather than attached in an email so that everyone sees one master copy. When sharing documents with a 3rd party, OneDrive or co-authoring allows special permission for a client or contractor to change the document. Any automatic permissions are both role-based and metadata-based to allow the right people access. Security is an ingrained feature unlike other solutions.

4. Automated Workflows – Follow the document’s life cycle while incorporating check points on when to move forward. Automatic notifications tell the right users when it’s time for processes such as contract and invoice approvals. Access an audit trail of edit histories, and monitor a document’s completion.

5. Mobility – Access the M-Files app through the Apple App Store, Google Play, and Windows Phone Store. Through any mobile device users can take pictures of documents and upload to the system, eSign documents for compliance needs, and review documents on the go.

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Implementation/Integration

M-Files is accessible through three methods of implementation: On-premise, cloud, or a hybrid of both.

If your company has already incorporated servers for hosting on-premise solutions such as ERP, CRM, or HRM, M-Files can also be implemented and maintained internally. This method is the most secure, but requires a dedicated IT team.

If you choose to access M-Files on the cloud, the solution is available with more flexibility than on-premise. Your company can choose to add storage and users as necessary while scaling operations. Through the cloud, files can be accessed remotely.

If you wish to manage M-Files through a hybrid method of implementation, you can host the solution on-premise for high security features, but also integrate with cloud-based applications such as SalesForce for syncing all solutions into a user’s workflow.

Customer Service & Support

M-Files offers 3 main channels of customer support depending on your needs.

Tech Support allows clients to:

Submit a ticket along with the product’s serial number for priority attention

Call by phone to either the European or North American support numbers

Allow remote support through TeamViewer for M-Files to directly access the system

Consulting Services assist with processes such as:

Importing content from a legacy system

Connecting with scanners, email, and other methods of capturing information

Setting up user workflows

Customer Support offers several sales numbers in Finland, Germany, Sweden, UK, and USA.

Other support features include the Academy/Training for accessing standard or customized training material, and Cloud Services for help accessing the Cloud Vault.

Pricing

Shortcomings

M-Files stands out due to it’s “what is this for” mentality of storing files, eliminating a folder-to-folder hierarchy system. However, the “what” mentality relies on the metadata of each document, and adds complexity to how users store documents. While this is more efficient and overall more intuitive, it requires users to learn how to save.

Screenshots

About

Headquartered in Finland, M-Files has expanded throughout Europe and the United States with its product offered in 24 different languages. Accolades include being named a “Leader” by the 2017 Nucleus Research Technology Value Matrix for Enterprise Content Management, recognized in the 2017 Middle Market Top 50 list by the Dallas Business Journal, and named as one of the “100 Coolest Cloud Computing Vendors of 2017” by Customer Reseller News.

The company’s vision is derived from the message that: “finding, sharing and tracking files and their various versions is a widespread business problem—and that solving this common problem would reap measurable productivity gains.”